Buckingham Strategic Wealth’s Marathon Digital Holdings MARA Stock Holding History

Buckingham Strategic Wealth’s Portfolio MARA Stock Details MARA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-265,403	Closed	-$6.23M	–	783
2023 Q4	$6.23M	Buy	265,403 +26,759	+11%	+$338K	0.07%	127
2023 Q3	$2.03M	Sell	238,644 -500	-0.2%	-$6.71K	0.03%	215
2023 Q2	$3.31M	Buy	239,144 +21,058	+10%	+$212K	0.05%	166
2023 Q1	$746K	Hold	218,086	–	–	0.01%	311
2022 Q4	$746K	Sell	218,086 -103	-0%	-$865	0.01%	312
2022 Q3	$2.34M	Buy	218,189 +120	+0.1%	+$1.42K	0.05%	159
2022 Q2	$1.16M	Buy	218,069 +5,019	+2%	+$67.1K	0.02%	244
2022 Q1	$5.96M	Buy	213,050 +12,011	+6%	+$312K	0.12%	93
2021 Q4	$6.61M	Hold	201,039	–	–	0.13%	85
2021 Q3	$6.35M	Buy	+201,039	New	+$6.53M	0.13%	89

Other funds holding MARA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Buckingham Strategic Wealth's MARA Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of Marathon Digital Holdings (MARA) in Q1 2024, closing a stake of 265,403 shares — an estimated $6.23M sold.

Buckingham Strategic Wealth first reported a position in MARA in Q3 2021 and held it in 10 quarters. The position peaked at $6.61M in Q4 2021. 303 funds tracked by Wall St. Rank hold MARA as of Q1 2024.

Buckingham Strategic Wealth reported no remaining Marathon Digital Holdings position as of Q1 2024 after selling out during the quarter.
Buckingham Strategic Wealth sold 265,403 Marathon Digital Holdings shares in Q1 2024, an estimated $6.23M.
Buckingham Strategic Wealth first reported a position in Marathon Digital Holdings in Q3 2021 and held it in 10 quarters.
Buckingham Strategic Wealth's Marathon Digital Holdings position peaked at $6.61M in Q4 2021.
303 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.